Kingswood Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 91,128 shares of VIG stock, worth $16.6 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
91,128
Previous 42,086 116.53%
Holding current value
$16.6 Million
Previous $9.08 Billion 120.53%
% of portfolio
0.97%
Previous 0.55%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
N/A
49,042 Added 116.53%
91,128 $20 Billion
Q3 2025

Oct 23, 2025
BUY
N/A
16,915 Added 67.2%
42,086 $9.08 Billion
Q2 2025

Jul 23, 2025
SELL
N/A
-20,507 Reduced 44.89%
25,171 $5.15 Billion
Q1 2025

Jul 25, 2025
BUY
N/A
983 Added 3.91%
26,154 $5.07 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
16,330 Added 55.64%
45,678 $8.85 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
7,393 Added 33.67%
29,348 $5.75 Billion
Q3 2024

Oct 21, 2024
SELL
$182.15 - $182.15 $94,900 - $94,900
-521 Reduced 2.32%
21,955 $4.35 Billion
Q2 2024

Jul 09, 2024
BUY
$173.33 - $185.29 $1.25 Million - $1.34 Million
7,230 Added 47.42%
22,476 $4.1 Billion
Q1 2024

Apr 15, 2024
SELL
$168.47 - $182.98 $1.11 Million - $1.21 Million
-6,609 Reduced 30.24%
15,246 $2.78 Billion
Q4 2023

Jan 16, 2024
BUY
$150.16 - $171.16 $2.99 Million - $3.41 Million
19,920 Added 1029.46%
21,855 $3.72 Billion
Q3 2023

Oct 23, 2023
SELL
$155.38 - $166.95 $1.05 Million - $1.13 Million
-6,748 Reduced 77.72%
1,935 $1.21 Billion
Q2 2023

Aug 09, 2023
BUY
$152.74 - $162.43 $1.33 Million - $1.41 Million
8,683 New
8,683 $1.41 Billion

Others Institutions Holding VIG

# of Institutions
2,681
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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